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Lead to Task

crm_project folder_open OCA/crm open_in_new
Project License: LGPL-3

This module allows to convert leads/opportunities to tasks.

DISCLAIMER: This module is a forward-port of a module from Odoo S.A. and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Adds a 'Convert to Task' button on leads and opportunities that opens a wizard to create a project task, moving the lead's messages and attachments to the new task.

This module lets salespeople turn a lead or opportunity into a project task without retyping information. On the lead/opportunity form, a 'Convert to Task' button appears next to the stage field for users who belong to the Project User group.

Clicking it opens a small pop-up window where you choose the destination project and confirm with 'Create Task'. The new task copies the lead's title, description, email address, email copy list, and linked customer. If the lead has a contact name but no linked customer yet, the module tries to find or create the matching customer first.

After the task is created, all messages and attachments from the lead are moved to the task, so the conversation history stays together. The original lead is then archived (deactivated), and Odoo opens the newly created task form so you can continue working on it.

This module touches the crm.lead and project.task models and adds a wizard model crm.lead.convert2task. It is available to salespeople and project users.

Depends on

crmproject
Models and fields (1)
  • crm.lead.convert2task · new modellead_id (Lead), project_id (Project)

Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 15.0

Configuration

Source · Odoo 15.0
  • You need to have at least "Project User" and "Salesman" permissions to be able to convert leads to tasks.

Usage

Source · Odoo 15.0
  • Go to CRM > Sales > My pipeline.
  • Open one of the existing leads or create one.
  • Click on the button "Convert to Task".
  • A popup will appear asking you for a possible project for the task.
  • Click on "Create Task" button.
  • You will be redirected to the recently created task, that contains all the information from the lead, including attachments and messages.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.